Create a CHARITABLE Fund

You can create a charitable fund for yourself, your family or business. Funds are easy-to-establish, low-cost, flexible vehicle for charitable giving. We handle all the administrative details.  

  • Give – Make a gift and choose a name and purpose for your fund.
  • Grant – Your fund makes grants to make an important difference.
  • Grow – Your fund is invested with the expertise of the Foundation for even greater impact

Types of funds

We offer a variety of charitable funds to help you put your philanthropic resources to work to strengthen our communities.

See our full family of funds for all fund types. 

Receive immediate tax benefits and support your favorite causes in Monterey County and beyond 

Your giving helps students realize their academic dreams 

Helping local businesses simplify their giving and support local nonprofits

Please contact our philanthropic services team to help choose a fund that meets your giving goals and makes the greatest impact. 

You receive immediate tax benefits and work with our experienced staff identifying ways to make grants from your fund to address the issues and needs you care about most.

Giving with Purpose – Ken and Mary Wright

Your gift can address ever-changing community needs, including future needs that often cannot be anticipated at the time your gift is made. The flexibility of your unrestricted gift enables our staff to evaluate all aspects of community well-being and respond to Monterey County’s most pressing needs, today and tomorrow.

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You target your gift to address needs in an interest area of importance to you. Arts, environment, seniors, at-risk youth or whatever you wish. You identify your personal interest area when making your gift and our board awards grants to community organizations and programs that are making a difference in the area you care about.

You direct your gift to a specific nonprofit organization or purpose. Nonprofit organizations can use a designated fund with us to build their endowment and enhance their ability to accept large and complex gifts.

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Your agency fund benefits from participation in our investment pool while our experienced staff helps develop planned giving programs and assists with administrative details.

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You invest your gift in our community’s future and show students you care, all with our guidance and personal services. With your assistance, students achieve their academic and career-oriented goals – from preschool to postgraduate work.

With local advisory boards and presence, affiliate funds may engage in endowment building, fundraising, grantmaking, and other activities to promote local philanthropy and community building.

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